Journey Strategic Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Journey Strategic Wealth’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$423K	Buy	7,735 +235	+3%	+$13.1K	0.01%	397
2025 Q4	$419K	Sell	7,500 -726	-9%	-$40.1K	0.01%	362
2025 Q3	$450K	Sell	8,226 -11,624	-59%	-$620K	0.01%	327
2025 Q2	$1.03M	Sell	19,850 -1,305	-6%	-$63.3K	0.03%	165
2025 Q1	$1.01M	Sell	21,155 -306	-1%	-$15K	0.04%	136
2024 Q4	$1.05M	Buy	21,461 +2,731	+15%	+$133K	0.04%	121
2024 Q3	$901K	Buy	+18,730	New	+$873K	0.03%	140

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Journey Strategic Wealth's FJUL Position: Q1 2026 in Review

Journey Strategic Wealth increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 3.1% in Q1 2026, buying an estimated $13.1K and bringing the position to 7,735 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #397.

Journey Strategic Wealth first reported a position in FJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Journey Strategic Wealth held 7,735 shares of FT Vest US Equity Buffer ETF July worth $423K as of Q1 2026.
Journey Strategic Wealth bought 235 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $13.1K.
FT Vest US Equity Buffer ETF July made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #397 holding.
Journey Strategic Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's FT Vest US Equity Buffer ETF July position peaked at $1.05M in Q4 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.